Raz Dynamics 365 Consultant Blog
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Setting up a Service Account without a CRM Licence
- June 12, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
No CommentsIn Microsoft Dynamics CRM Online you can set up to 5 Service Accounts without needing to buy additional Licence, as long as these Service Accounts are Non Interactive, meaning they are not used to access the CRM interface to perform actions, and just used to perform web service CRUD operations. 1) In the Office 365
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Bulk Create Attributes in Dynamics CRM using Excel
- May 19, 2016
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics CRM
The Purpose for creating this utility is to allow you to create your Customizations using your Excel Spreadsheet, as excel is often used to create data dictionaries and for capturing field requirements it would be a fast way of creating proof of concepts for CRM solutions rather than having to create all the field attributes
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Creating a Role Based Sitemap Navigation in Dynamics CRM
- May 2, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
The ability to customise the Sitemap in Dynamics CRM to show only the menu items required for a specific business area can help focus the user on their business task and help deliver bespoke business process requirements and user experience. Security roles allow you to restrict access to entities based on privileges assigned to the users security role, Disabling
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CRM Saturday Manchester 2016
- May 2, 2016
- Posted by: CRM Consultants
- Category: Events
CRM Saturday and SQL Saturday will be joining forces on the 19th of June in Manchester, where I will be addressing Development Best Practices and Solution Release management. Joining me will be our special guest Jordi Montana who will be flying all the way from Barcelona to deliver a Presentation on Unit Testing for Dynamics CRM
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Business Rules Vs Rollup Fields Vs Calculated Fields
- April 26, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
Raz Dynamics CRM Features Comparison for Business Rules, Rollup Fields and Calculated Fields
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Microsoft Dynamics CRM 2016 Developer Group
- April 25, 2016
- Posted by: Raz Dynamics
- Category: Events, Microsoft Dynamics CRM
The next Dynamics CRM 2016 Developer Group will be held in Manchester on 27th May 2016 and we will addressing the following topics; CRM 2016 WEB API CLIENT & SERVERSIDE TESTING FRAMEWORK FOR DYNAMICS RELEASE MANAGEMENT WITH POWERSHELL PERFORMANCE DESIGN CONSIDERATIONS MANAGING UPGRADES & DEPRECATIONS ADFS & SSO AZURE Aware PLUGINS Special guest will be Jordi
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Improving Release management with Solutions in Dynamics CRM 2016
- April 16, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
Earlier this year I gave a presentation on the challenges of CRM Release Management, one of the issues I identified was the problem of isolating customisations for concurrent release from the same development environment. Prior to CRM 2016, adding an entity to a solution would add all its associated solution components such as relationships and
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Generate Excel report for Duplicate records in Dynamics CRM for Bulk Merge
- April 4, 2016
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics CRM
I have created the Duplicates Report Generator for Bulk Merge Plugin for the XRM Toolbox to allow you to easily generate an Excel report of your duplicate records including how many fields are populated on each record as well as how many activities each records has, making it easier for you to identify how to merge your duplicates
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CRM Release Management Best Practices at CRMUG Reading
- March 18, 2016
- Posted by: Raz Dynamics
- Category: Events, Microsoft Dynamics CRM
For those that couldn’t make it to my presentation for CRM Release Management Best Practices at Microsoft Reading HQ https://crmug.uk/2016/02/24/20160316agenda I have uploaded the Slides on the following links; CRM-Solution-Release-Management-Best-Practices-By-Razwan-for-CRMUG.pdf Managed Vs Managed Solutions Improvements in Solutions with Dynamics CRM 2016 The Presentation addressed the following issues; The reality of today’s CRM implementations requires Agile release processes
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Managed Vs Unmanaged Solutions
- March 4, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
The Concept of Managed & Unmanaged Solutions was introduced with MS Dynamics CRM 2011, as a simpler way to package crm customisations and deploy to multiple CRM environments. This would simplify the release process and enable Microsoft Partners to utilise XRM to deliver ISV Solutions for CRM. This allowed customers to easily install solutions from third party vendors allowing to